🟢 Physical nexus questionnaire

Confirm you've listed every employee and contractor working in each state, along with any brick-and-mortar locations, warehouses, or inventory storage. If anything changes—such as hiring in a new state, moving a warehouse, or ending a lease—flag it to Numeral so we can reassess your nexus footprint.

Our team will send quarterly reminders, but organizations with frequent changes should also maintain their own internal reminders.

🟢 Formation documents

Confirm the entity name and FEIN on file match your actual filed documents exactly.

🟢 Support access

Make sure you know how to contact CX Support and get help moving forward.

🟢 Virtual mailbox

If you opt in, Numeral will action mail that does not require your approval, such as filing frequency changes or certificate renewals, and contact you directly when we receive mail that requires your input or isn't related to sales tax. In-app visibility into virtual mail is also on the roadmap for clients who want more direct visibility.

🟡 Virtual mailbox

If you opt out, proactive auditing may be limited, and your team is responsible for monitoring tax mail and notifying Numeral of anything that requires action. Response timelines or SLAs will be based on when Numeral receives notice of the mail.

🟢 Add each jurisdiction's ACH Originator ID

Add the correct ACH Originator ID for every jurisdiction where Numeral will remit payments. For example, if Numeral files and remits tax in Kentucky, make sure your bank has the Kentucky ACH Originator ID added to its allowlist to prevent debit blocks from rejecting the payment.

🟡 Multiple withdrawals, not one payment

Numeral remits per jurisdiction, so a filing cycle can produce several separate ACH debits. Check the Filings tab before flagging one as a duplicate.

🟡 Check your liability start dates

If you transferred a registration from a previous provider, double-check the liability start date with our team and confirm the termination timeline with your prior provider. Transfers are a common source of incorrect liability dates, and an inaccurate date can misalign your filings—leading to amendments, processing issues, or penalties.

🟡 New products or sales channels

Adding a product line or new sales channel, such as a marketplace or wholesale channel, without revisiting categorization can result in tax deltas.

🔴 Keep manual data flags current

If you're using manual data uploads, keep IS_WHOLESALE and IS_MARKETPLACE flags current. Don't use a general "exempt" label as a substitute—Canadian GST wholesale, for example, isn't exempt.

✅ Use the Dashboard as your primary support hub

Use your Dashboard to review your account status, filings, registrations, and any items that need your attention. We recommend continuing to check your Dashboard regularly, particularly during your first few filing cycles, so you can stay ahead of anything that requires review or action.

The messaging widget in your Numeral dashboard is the recommended way to contact our team. When you start a request, you'll be guided through a short intake process that captures the relevant details, connects the request to your account, and routes it to the appropriate team. You can also use the widget to view open and resolved requests and follow up on an existing conversation.

✅ Keep your primary contact up to date

Your primary contact receives action-required notifications, account updates, and other important communications from Numeral. We recommend using a shared team inbox whenever possible so important updates don't get missed or tied to someone who may no longer be responsible for the account.